Savannah AndersenCRD Number: 7126876
Current Firm: Cresset Asset Management, LLC
Savannah Andersen (CRD# 7126876) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 3 years of experience in the finance industry. Savannah Andersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Amplify Investments LLC
|Cresset Asset Management, LLC||Atlanta, GA||Aug 2022 - Current||< 1|
|Cresset Asset Management, LLC||Atlanta, GA||Oct 2021 - Aug 2022||< 1|
|Berman Capital Advisors, LLC||Atlanta, GA||Dec 2018 - Oct 2021||2|
|Bioshield, LLC||Atlanta, GA||Nov 2017 - Dec 2018||1|
|Deloitte Consulting||Atlanta, GA||Feb 2015 - Nov 2017||2|
|Georgia Institute Of Technology||Atlanta, GA||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management22,968MILLIONS
Total Number of Accounts13,727ACCOUNTS
Average Account Value$1,673,188
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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